Answered

Extensions - Ability to Group Extensions

Be able to create "Group" Extensions.  Clients with multiple entities are complaining that it is frustrating having to request access codes for each entity and getting timed out and having to request multiple times while reviewing more than one at a time.

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  • Official comment

    Hi Nanette,

    Thank you for providing this feedback. We have submitted this as an internal enhancement request to consider this feature moving forward. Our desire is for firms to provide the best experience to their clients, so I definitely understand the benefits that a Grouped Extensions feature would provide for both firms and clients!

     

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